To ensure a seamless migration process, providing comprehensive information, encompassing basic contact details, company information, and optional accountant details is crucial.
Here's a breakdown of the information you need to provide:
1) Basic Contact Details
To initiate the migration, you must provide the following information:
| Field | Description |
| First Name | Customer First Name |
| Last Name | Customer Last Name |
| Email Id | Customer Email address |
| Phone Number | Customer Phone number with Country Code |
2) Company Details
| Fields | Description |
| Company Name | Company Name |
| Company Address | Company Address |
| Website ( Optional ) | The company's official website |
Note: If you input the required information, click "Save" to save your submission as a draft. A notification will appear, and an email link will be sent to continue the process later.
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3) Migration Details
To initiate the migration process, furnish the required details by following these steps:
- Year Selection: Choose the year you intend to migrate.
- Confirmation Agreement: Confirm your agreement by checking the designated box.
- Fiscal Year Start: Select the first month of your fiscal year from the provided drop-down menu.
- Data Migration Start Date: Indicate the start date for the data migration using the MM/DD/YYYY format.
- Granting "Admin Access in QuickBooks": A Step-by-Step Guide
To establish your company profile in QuickBooks and facilitate the upload of financial data, it is imperative to grant admin access to our team. Begin by agreeing to the terms and conditions by checking the corresponding box. It's important to note that agreeing to these terms alone does not automatically provide access
To complete this step, manually grant access to our designated email address, migrationagent@saasant.com, within your QuickBooks admin settings. Rest assured that this process is secure, and you can revoke access once the setup is completed.
Follow these steps to grant admin access to our team within QuickBooks Online (QBO):
- Sign in to QuickBooks Online (QBO) with your login credentials.
- Click on the Gear icon in the top-right corner of the screen.
- Choose "Manage Users" under "Your Company".
- Click the "Add User" tab.
- Enter the required information, including first and last name, and email address, and select the role as "Company Admin". Finally, send the invitation to "migrationagent@saasant.com".
Once you provide the necessary details, click "Save" and then "Next" to proceed to the "Migration Data Files" screen. Here, you can download the necessary templates to submit your financial data. Simply download the data templates and you're all set!
Click on 'Browse Files' select the corresponding file from your system, and upload it. Repeat this process for each template. After each upload, click 'Save' to ensure your progress is recorded, enabling you to resume from the same point if you need more time.
Submit and Confirmation
After completing the above steps, please remember to click "Save" after successful uploads, and complete your submission by clicking "Submit".
Following your submission, an email confirming the receipt of your records will be sent to you. A thank you screen will appear indicating "Your submission has been received. Our migration experts will connect with you shortly."
The team has confirmed readiness for data migration and will connect with migration experts who will guide the next steps. For support, contact migration-support@saasant.com.